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Foundations beginner 8 min

The Tableau Desktop interface

Where everything lives: the Data pane, shelves, Marks card, and Show Me.

What you'll be able to do
  • Name the main regions of the Tableau Desktop workspace
  • Explain what happens when you drop a field on Rows vs. Columns
  • Find the Marks card controls and know what each one changes

The three areas that matter

Tableau Desktop looks busy, but almost everything you do happens in three places. The Data pane on the left lists every field from your data source. The shelves across the top — Columns and Rows — decide the structure of your view. The Marks card controls how each mark looks: its type, colour, size, label, and tooltip.

Everything else (the Analytics pane, the Pages shelf, the Filters shelf) is a refinement on top of those three.

Rows, Columns, and what a "view" is

Dropping a field on Columns spreads data horizontally; dropping it on Rows stacks it vertically. That's the whole grammar. A bar chart is a dimension on one axis and a measure on the other. Swap them and the bars turn from vertical to horizontal.

Tableau calls the result a view, and a sheet holds exactly one view. You combine multiple sheets into a dashboard later.

The Marks card

The Marks card is where a plain chart becomes a readable one. The dropdown at the top sets the mark type — bar, line, square, circle, map, text, and so on — or leave it on Automatic and let Tableau choose.

Below that are the property targets. Drop a dimension on Colour to split marks into a colour legend. Drop a measure on Size to scale them. Label prints values on the marks; Detail adds granularity without changing appearance; Tooltip controls the hover text.

Show Me

Show Me, top right, suggests chart types based on the fields you've selected. It's a good way to learn what's possible early on, but it makes layout decisions for you. Once you know what you want, building manually gives you more control.

Key points
  • Data pane holds fields; shelves set structure; Marks card sets appearance
  • One sheet = one view; dashboards combine sheets
  • Detail adds granularity without changing how marks look
Check yourself